See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,144 | $109,881-9.8% | $150,045-33.9% | $84,808+16.9% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 20.97% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,895 | $3,561+37.4% | $4,693+4.3% | $2,631+86.0% |
| Participant deferral / active EE | $8,786 | $6,636+32.4% | $7,997+9.9% | $4,212+108.6% |
| Admin fee / account holder | $8 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |